Filling and signing a document

Learn how to fill in forms AND add your electronic signature to documents.

Let’s take a look at the fill and sign feature of Adobe Sign which allows you to upload a document you’ve been sent and fill in the fields before adding your signature. To get started, click on fill and sign, and then click on add files to add a document. We have three options to upload the document. We can use a library document, we can use a document that we’ve stored in the cloud like Dropbox or Google Drive, or we can just upload a file from our computer. Which is the option I’ll choose here. I just select the file and click open.

So here’s the document I need to fill out. And there are a few fields that I need to enter information and I can do that with these tools here at the top.

The text tool is selected by default so I’ll start with that. I just click wherever I need to add text and then start typing.

To do that I select the sign icon up here. It gives me three options. Signature, initials or digital signature.

If I want to add the digital signature I just click on this option and follow through the steps. I’ll need to have a digital ID set up, or if I don’t I can set one up by clicking on this link and following the steps.

So let’s go back and add a normal signature. Click add signature and the default option comes up immediately which is a font based signature. I can also draw my signature and this is best used on a mobile device so I can use my finger. I can upload an image of my signature or I can use my mobile device to capture my signature in real time. So I’m going to use the default font-based signature. I click apply and then I use my mouse to drag the signature to the appropriate location on the document. Then I click done. Now I’m presented with a number of options. I can send a copy of the document to someone else, I can download a copy, manage it or sign another. So let’s click on manage this document and see the other options that come up.

This takes us to the manage tab. Here’s the document I just signed and I have the usual options, including opening to view, downloading and sharing with another person. -